Cisco Systems, Inc. (CSCO) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Cisco Systems, Inc. (CSCO)

CSCO 76.11

+0.9%

Nov 21 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: The Phoenix who wrote (21367)	1/30/1999 3:27:00 PM
From: bill c.	Read Replies (3) of 77400

Gary, Your original statement was: "Cisco virtually owns DSL deployments" Cisco doesn't virutally own DSL deployments. Go to the www.adsl.com or Telechoice to view those stats. Your comment about sticking to the issue with networking vendors is where you are missing the point. Alcatel and Cisco are both networking vendors, while Alcatel is the only one manufacturing chips. The chip set is the most expensive part of the solution. This is one of the points, the other is their forward pricing. Alcatel and Cisco are not making money on these deployments. Every RBOC contract required forward pricing. Cisco isn't selling any DMT modems, because the chips aren't ready. Which DMT chip is Cisco using. You claim that Cisco is selling both, you must know the chip vendor. I stand by my original statement that Alcatel is the leader in ADSL deployments and Pairgain is the leader in HDSL deployments.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next